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SUN 20 SEPT 2026 · 92 new pieces this week

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Select picks in the past month
Menlo VC
2026: The State of Consumer AI
Consumer AI spending tripled to $40B in 2026 while adoption grew just 3 points, as existing users deepened engagement through higher payment rates (55%), daily…
Emily Man
Enterprise AI is Finally Delivering on the Promise SaaS Made
Enterprise AI's real opportunity isn't raw intelligence—it's encoding organizational expertise through continual learning loops that compound across customer…
makers + buildersParul Singh
AGI, unevenly distributed
Software AGI has arrived as of November 2025, but only in coding; the real frontier is verification, not generation.
IndustriesAllAI (Horizontal)Venture Capital & StartupsEnterprise SoftwareAI InfrastructureDeveloper ToolsFintechEnergy & ClimateConsumerRoboticsCybersecurityMarketing & Sales TechSemiconductorsBanking & Capital MarketsRetail & E-commerce

Wednesday, 13 September 2023

23 pieces
Battery Ventures
Comply or Die: The Rise of the AI Governance Stack
Turner Novak
🎧🍌 How Semil Shah Built Haystack
Reaction Wheel · Jerry Neumann
Founder vs Investor
yCombinator
Why you shouldn't copy your tech idols
Kojo Osei
The problem with Github Stars
Pirate Wires · Mike Solana
A Bus Driver Killed a Man, the City Blamed Tech
Chris Neumann · Chris Neumann
Find Your Recharge
SignalFire
The healthcare labor shortage market map
Madrona Ventures
NYSE’s Lynn Martin on Capital Markets, IPO Trends, and the Role AI Is Playing in the Markets
Newcomer · Eric Newcomer
Fighting for Pro-Crypto Legislation in Sam Bankman-Fried's Shadow (with Chris Lehane)
A16Z Home Feed
How Are Consumers Using Generative AI?
Eric Feng
Are blockchains about to have their iOS / Android moment?
Saastr
Dear SaaStr: Can A SaaS Startup Really Scale With 2 Co-CEOs?
Vikram Arun · Vikram Arun
Multichain ERC-4626 Conformance
A Wealth of Common Sense · Ben Carlson
Animal Spirits: Is Apple the Next IBM?
Building Rome(s) · Aadil Maan
Poll: What kind of premium content would you like to see?
Building Rome(s) · Aadil Maan
Poll: What kind of premium content would you like to see?
Kyle Poyar's Growth Unhinged · Kyle Poyar
Your guide to SaaS packaging 201
White Star Capital
White Star Capital is looking for a Data Analyst in Toronto
Digital Native · Rex Woodbury
When AI Begins to Replace Humans
Digital Native · Rex Woodbury
When AI Begins to Replace Humans
AfterWork Reading
Investment Notes: tikpay
Charles Hudson
It's Never Been More Important to Understand Your Capital Provider's Business Model

Tuesday, 12 September 2023

17 pieces
Battery Ventures
Be Long-Term Greedy When it Comes to GTM
Pirate Wires · Mike Solana
Open Borders for Thee, Not for Me
Loup Ventures
iPhone 15 Is Enough to Return Apple to Growth
Guru Chahal
Securing AI as the next big platform opportunity
Loup Ventures
Assessing the IPO Window with the Deepwater IPO Index
Level VC
On Valuations and Hyped Seed
Trae Stephens
Forgiveness and Silicon Valley: The Surprising Utility of Forgiveness
Collaborative Fund
Three Questions for Netflix Co-Founder Marc Randolph
Battery Ventures' Substack
Be Long-Term Greedy When it Comes to GTM
Uncork Capital
Why You Should Never Skip Breakfast — or, Welcoming Amy Saper to Uncork Capital
Frankly Speaking · Frank Wang
How to become a better security engineer
Venture Upward · David Beisel
Your Next Check Matters More than Your First
World Positive
To Wall Street and Beyond
The Rebooting
RIP traffic
My Climate Journey · Jason Jacobs
Navigating the Trillion-Dollar Skies: Managing Business Travel in the New Era of Sustainability
TCV
Mike Katchen’s Trust-Based Approach Fuels Wealthsimple’s Success in the Fintech Landscape
Clouded Judgement · Jamin Ball
A Look Back at Q2 '23 Public Cloud Software Earnings
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